Leonardo Atkinson is a financial advisor with Guardian Life and holds a Series 66 designation. He has nine years of experience, including a long tenure at Cape Cod Five before joining Park Avenue Securities and Guardian Life in 2026. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, retirement plan consulting, and investment advisory programs utilizing both proprietary and third-party models.

Sean Mccabe is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and seven years of industry experience. His career includes roles at Park Avenue Securities, Guardian Life Insurance Company, OSAIC, Next Financial Group, and Nylife Securities. He serves as a trustee for the Weinguys trust, overseeing fund usage under specified circumstances. Park Avenue Securities LLC serves a broad retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm employs a range of investment strategies through proprietary and third-party platforms and supports various account-level services including lending solutions and donor-advised funds.

Chad Gutner is a CFP® professional with 25 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and is co-owner of Longtide Financial Partners. His career includes roles at Samuel Financial, Inc. and Commonwealth Financial Network. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including discretionary and nondiscretionary managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Noel Anderson is a financial advisor with TLG Advisors, Inc., holding Series 66, Series 63, and Series 65 designations and bringing 26 years of industry experience. His career includes long-term roles at Principal Life Insurance Company and Principal Securities Inc., as well as recent positions at EPIC Vanbridge and The Leaders Group Inc. TLG Advisors, Inc. serves a diverse client base, including individuals, high-net-worth clients, and institutional investors, offering investment supervisory services, portfolio management, and comprehensive financial planning. The firm’s investment approach focuses on manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, with many accounts managed through sub-advisors and program platforms.

Daniel Sharkey is a CFP® professional with four years of experience in financial advising. He is currently with Mariner Wealth Advisors and previously worked at NYLIFE Securities LLC and New York Life Insurance Co. for 14 years. Mariner serves a wide range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized, discretionary portfolios supported by both internal research and third-party managers and provides specialized tax and administrative family office services.

Weili Yu is a financial advisor with Transamerica Financial Advisors holding Series 65 and Series 63 licenses and six years of industry experience. Prior to joining Transamerica in 2019, Yu worked at WFGIA and spent 17 years with Procter & Gamble. Yu is involved in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services through proprietary model portfolios and third-party managers, with discretionary and non-discretionary program options.

John Viola is a financial advisor at Savant Wealth Management with 27 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Savant in 2024, he worked at John Hancock for eight years and is involved with Franklin Soccer School. Outside of his advisory role, he has worked as a sales associate at Home Depot. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and family office services. The firm employs an investment approach combining evidence-based asset allocation with actively managed strategies, supported by affiliated accounting, legal, and trust services.

Matthew Grabowski is a financial advisor at Guardian Life with one year of industry experience. He holds the Series 66 designation. Prior to his current role, he worked at New York Life Insurance Company and NYLIFE Securities LLC, and has experience in the beverage industry with Anheuser-Busch and Boston Beer Works. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser affiliated with Guardian Life. The firm serves individuals, pension plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, and a variety of investment advisory programs.

Frederick Baird is a Series 65-licensed financial advisor with eight years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC and Aurora Financial Advisors, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a broad client base, including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies and offers a range of specialized investment products and services.

Gary Gerulskis is a financial advisor with Focus Partners Wealth, LLC and holds a Series 65 designation. He has 22 years of industry experience, including 18 years at Capital Advisors, LLC before joining Focus Partners Wealth. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, and offers a variety of specialized investment programs and fiduciary services.

Brian Franford is a financial advisor with Commonwealth Financial Network in Needham, MA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Ameritas Advisory Services, Daniel J. Galli & Associates, COMPASS Wealth Management, and Lincoln Investment. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform with access to managed-account programs, third-party asset managers, retirement consulting, and custody services.

Mark Purcell is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Principal Securities Inc. and Principal Life Insurance Company since 2020, following prior roles at Royal Alliance Associates, Inc. and Jhfn Sii. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty U.S. military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various adviser and promoter arrangements.

Timothy Vanech is a financial advisor at Allworth Financial, L.P. with 22 years of industry experience. He previously worked for 16 years at Shorepoint Capital Partners. In addition to his advisory role, he serves as a trustee managing investment decisions for his family's trusts. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, including model allocations and specialized options-based approaches, and utilizes technology to manage held-away employer retirement accounts.

Michael Shanley is a financial advisor with Citizens Securities, Inc. He holds Series 63 and Series 66 credentials and has 16 years of industry experience. Prior to joining Citizens Securities, he worked at Capital Analysts, Lincoln Investment, and John Hancock entities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, with advisory offerings that include a digital advisory program and a Managed Account program.

Jordan Morris is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Darrow Wealth Management. Outside of finance, he is involved with Gustazo Cuban Kitchen & Bar in Waltham, where he works as a bartender. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice management services.

Michael Daskalakis is a financial advisor with Guardian Life and holds the Series 63, Series 65, and Series 66 designations. He has two years of industry experience, including prior roles at Merrill Lynch and Wingate Wealth Advisors. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement consulting, and investment advisory programs. The firm offers both discretionary and non-discretionary advisory relationships and features a hybrid digital advisory solution called VestWise™.

Chad Rishel is a CFP® professional with 19 years of experience in financial advising. He currently works at Farther and previously held roles at Goldman Sachs Personal Financial Management and TIAA-CREF. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.

Shakeeb Syed is a financial advisor with Transamerica Financial Advisors, holding Series 63, 65, and 66 credentials and 12 years of industry experience. His prior roles include positions at Merrill Lynch and Avantax Wealth Management, as well as involvement in real estate and tax preparation through his ownership of One Liberty Financial LLC and work with S.B &A Realty Group Inc. He is also active with Helping Hands Community Partners and has experience as a mortgage loan originator and insurance agent. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations, offering both advisory and broker-dealer services. The firm provides a variety of investment programs, including proprietary model portfolios and third-party managers, with discretionary and non-discretionary options.

Kevin Cicci is an investment advisory representative at CWM, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Cetera, LPL Financial, and DC Advisors, LLC, where he serves as owner and managing partner. Cicci’s business activities include insurance sales of life, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, and retirement-plan services, employing discretionary management with model portfolios and a combination of fundamental and technical analysis.

Richard Belofsky is a CFP® and ChFC® with 39 years of industry experience. He is currently affiliated with Primerica Advisors and has held roles at Guardian Life Insurance Company, Park Avenue Securities, and The Bulfinch Group LLC. He teaches adult education classes on retirement-related topics in Arlington, MA. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.